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Workflows

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Understanding workflows

Last Updated: August 24, 2026

A workflow describes the stages an object passes through, and the moves allowed between them. What a workflow is Most business information does not simply exist — it progresses. A request is submitted, reviewed, approved, and closed. An invoice is received, checked, approved, and paid. An incident is reported, investigated, and resolved. A workflow captures...

Create and manage a workflow

Last Updated: August 24, 2026

Workflows are built in the Workflows tab of application settings, by an administrator. Create a workflow Before you start, write down the stages of your process and the moves between them. Building the workflow is quick; deciding what it should be is the real work. To create a workflow: Auclio starts a new workflow with...